Kimco Realty Corp. (kim 5.25 Perp M)Preferred / convertible
13F holders, Q2 2026 (June 30)5holders
1new positions
1sold out
$19.75avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Kimco Realty Corp. (kim 5.25 Perp M) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Moran Wealth Management, LLC ($1.2M), Sterling Capital Management LLC ($311K) and Boyd Watterson Asset Management LLC ($13K).
- Company
- Kimco Realty Corp. (kim 5.25 Perp M)
- Filed as
- KIM 5 1/4 PERP (Q2 2026)
- CUSIP
- 49446R711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 1 | $160 |
All 13F filers, Q1 2026 → Q2 2026: 60,809 shares bought and 8 shares sold, net +60,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Moran Wealth Management, LLC | — | New | 60,472 | $1.2M |
| Sterling Capital Management LLC | — | No change | 15,750 | $311K |
| Boyd Watterson Asset Management LLC | — | No change | 655 | $13K |
| First Command Advisory Services, Inc. | — | Add +195.9% | 509 | $10K |
| PNC Financial Services Group, Inc. | — | No change | 119 | $2K |
"% of holder's portfolio" is KIMCO REALTY CORP (KIM 5.25 PERP M)'s weight in each manager's 13F, not the share of Kimco Realty Corp. (kim 5.25 Perp M) the manager owns.